Investment Portfolio Management Training Course
Monday, February 23, 2026
Category:Banking, Investment & Insurance
3
Days
Dubai
9:00am – 4:00pm
Introduction
Investment portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution. It requires a deep understanding of financial markets, asset classes, and risk management techniques.
This Solid State Training course will empower you with the essential skills to build and manage robust investment portfolios. You will learn how to determine asset allocation, select individual securities, manage risk, and evaluate performance. Whether you are managing institutional funds or private wealth, this course will enhance your decision-making capabilities.
Objectives
The key objective of this Investment Portfolio Management training course is to empower professionals to—
- understand the modern portfolio theory and its application
- construct and manage investment portfolios aligned with client objectives
- analyse asset allocation strategies (strategic vs. tactical)
- evaluate portfolio performance using various metrics
- manage portfolio risk effectively
- understand the psychology of investing (behavioral finance)
- utilise derivatives for hedging and portfolio enhancement
- navigate the changing landscape of investment management
Training Methodology
Solid State Training employs a dynamic training methodology. The course is delivered by experienced portfolio managers and financial experts. It includes lectures, portfolio simulation exercises, analysis of real-world market scenarios, and interactive discussions. Participants will use tools to construct and analyse model portfolios. This training follows the Do–Review–Learn–Apply Model.
Organizational Impact
Organisations whose professionals undertake this training course will benefit in the following ways:
- Better alignment of investment portfolios with client goals
- Improved risk-adjusted returns
- More disciplined and structured investment processes
- Enhanced capability to offer sophisticated investment solutions
- Higher client satisfaction and retention
- Compliance with fiduciary responsibilities
Personal Impact
Professionals opting for this training course will benefit in the following ways:
- Comprehensive understanding of portfolio management theories and practices
- Practical skills in asset allocation and security selection
- Ability to effectively manage and hedge portfolio risks
- Expertise in performance measurement and attribution
- Understanding of behavioral finance to better manage client expectations
- Career advancement in the asset management industry
Portfolio managers and investment advisors, Asset managers and wealth managers, Financial analysts and researchers, Private bankers and relationship managers, Trustees of pension funds and endowments, Risk managers in investment firms, Individual investors looking to manage their own portfolios, Any other professional interested in portfolio management.
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